… of Bal Funds and IF Not Rebalanced nor Played with... Just using their past 10 yrs apy's , invested equally into them. BRUFX , FPACX, OAKBX, PRPFX, PRWCX = 10.7% ( Leaving ICMBX out since only 6 yrs old ) Since 1996? Mission Objective Accomplished …
… or Should I rather buy VIMSX - Vanguard Mid Cap INdex? I have account in WellsTrade and they told me W/T dont have selling agreement with MERDIX/Meridian, so I cant buy it there...same with BRUFX (Bruce) and SEQUX (Sequia)...
… WellsTrade and they told me W/T dont have selling agreement with MERDIX/Meridian, so I cant buy it there...same with BRUFX (Bruce) and SEQUX (Sequia)... Maybe it is time for me to let go free trades at WellsTrade and open a account at Scottrade …
Folks, I tried to buy Bruce ( BRUFX ) at WellsTrade but they dont sell that fund....so... 1. Are they any alternate fund you guys recommend? 2. Or, Is …
… volatility. An easy comparison would be VDIGX (core) to TGEIX (Higher yield) , or others a little more of a ride like EMGAX or BRUFX (Bruce)... What I want to do,as a 10-15 year investment strategy, is populate my Roth with 6- 10 of these higher …
… rollover which ended up in the Bruce fund ( BRUFX ) and moving it for diversification. If I go half BRUFX and the other half YAFFX I'm wondering what some would think. I could also go 50% to BRUFX and 25% to both VWINX & VWELX. That might …
… economics of taxable equivalent not withstanding. I have recently opened initial minimum positions in MAPIX, YACKX, OAKBX, BRUFX just in case I want to add to them. Or I just could add the cash and next 3 years savings back to whatever I already own …
Folks, I need to start correcting for my lack of SC/MC and started with a small position in BRUFX . I liked the individual holdings in BRUFX and what these companies did and I knew they would not otherwise be in my radar. I want to start …
… about = to 2% of Total Savings in it, started out at Less than 1% yrs ago) 2. Went for the Gold with it .. equally in : BRUFX , CGMFX ,CGMRX, FAIRX & FLVCX Just RB it annually most Yrs..(didn't in 05'-06' due to wife was dying) 5 yrs /8 …
Seems like this fund with much to recommend it. Anyone own or have some thoughts on this moderate allocation fund. Was comparing to Vanguard Wellington. Anyhow any thoughts would be appreciated. Bob